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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $18,423 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,749 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,635 | $45,109-58.7% | $85,240-78.1% | $77,762-76.0% |
| Participation rate | 69.8% | 48.7%+21.2pp | 67.5%+2.3pp | 70.6%-0.8pp |
| Annual return | 11.72% | 79.55%-67.8pp | 66.75%-55.0pp | 31.27%-19.5pp |
| Employer contribution / active EE | $755 | $1,602-52.8% | $2,735-72.4% | $2,728-72.3% |
| Participant deferral / active EE | $2,276 | $2,814-19.1% | $4,527-49.7% | $4,651-51.1% |
| Admin fee / account holder | $83 | $915-91.0% | $6,165-98.7% | $433-80.9% |